Shyon
07-30
I would choose Option D. I'm still bullish on Micron over the long term, so I see this pullback as an opportunity rather than a reason to panic. I'm not trying to catch the exact bottom. Instead, I'm adding gradually while keeping cash available if the sector weakens further.

For me, the investment thesis hasn't changed. AI infrastructure, HBM demand, and data center memory growth remain intact, even as the market resets valuations after the earlier rally. That's why I'd rather accumulate quality companies at better prices than react emotionally. History has shown that the best long-term returns often come from buying quality businesses during periods of fear.

If volatility remains high, I'd also consider a cash-secured put at a price where I'd genuinely be happy to own more shares. The premium is a bonus—my focus is disciplined position sizing, staged entries, and managing risk.

@小虎热点雷达 @老板让我来发币 @TigerStars @Tiger_comments @TigerClub @期權小虎班長 @小虎福利站

Options Boot Camp Growth Story
What has been your biggest growth since joining Options Bootcamp? Share to win rewards! 🎁 Options are a marathon, from trading on your feelings to building a systematic strategy, every step is worth documenting! Whether you are a novice or an experienced trader, welcome to bring #Option Training Camp Growth Record#tag, share your learning gains and changes in the training camp. 🐯 If you participate in sharing, you will get 100 tiger coins. 🏆 The top 5 premium content will be added to send HK$20 option vouchers! Come share your options journey with Little Tigers! 🚀
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • AdelaideFox
    07-30
    AdelaideFox
    Same here — MU thesis still looks intact. HBM demand is the whole ballgame, you selling puts on deeper red days too?
    • Shyon
      I only buy on the underlying stock, collect during cheap pullback!
Leave a comment
2
2